Documenting Contact Lens Follow Ups in the Detailed Visit Overview (iPad)
There are several ways that you can document a contact lens follow up in Encompass. Depending on your preference, you'll want to do one of the following:
- Document the follow up using a previous diagnosis. This is the quickest method to document a contact lens follow up when the patient has come in for a visit.
- Document the follow up using a new chief complaint. This is the most-detailed method for documenting a contact lens follow up when the patient has come in for a visit.
- Document the follow up using a nonvisit order. If the patient has called in because they like their trials and want to order a supply, you can use this method to quickly finalize their trial Rx without creating a new visit.

- Open a patient visit. To learn how, go to Creating or Opening a Visit (iPad).
- Document the follow-up complaint:
- Locate the CC/HPI|ROS section header, tap the Add CC/HPI or ROS drop-down, and select Follow-up Complaint.
Locate the diagnosis you're following up on and tap the +.
A list of follow up questions appears on the right side of the screen.
- Tap the The patient presents for drop-down menu and select Further Evaluation and Management.
- Answer any other questions as needed and tap Save.
The follow up chief complaint is created.
- Document the contact lens prescription:
- Open the Vision Exam screen. To learn how, go to Opening the Vision Exam in the Detailed Visit Overview (iPad).
- Tap the Wearing (WRx) tab.
- Tap Add Soft CL for soft contact lenses, or tap Add Specialty CL for RGP, scleral, or custom contact lenses.
- Tap View/Import Refraction Hx at the top of the screen.
- Tap the prescription the patient is currently wearing.
- Tap Import.
- Under Status, select Dispensed Successful or Dispensed Unsuccessful depending on whether or not the trial lens was successful for the patient.
- Tap Save.
If the lens was successful for the patient, tap + Final Rx on the trial lens.
If the lens was unsuccessful, tap the Contact Lens tab and document the next trial lens the patient will be trying out.
- Tap Overview on the action bar to return to the Detailed Visit Overview.
- Tap Finalize Visit.

- Open a patient visit. To learn how, go to Creating or Opening a Visit (iPad).
- Document the follow-up complaint:
- Locate the CC/HPI|ROS section header, tap the Add CC/HPI or ROS drop-down, and select Chief Complaint.
- Select Contact Lens Detailed from the list of complaints.
The chief complaint details screen opens.
- On the Is this a new presentation, or a follow-up? tab, select the Follow Up Contact Lens Evaluation option.
- Answer any additional questions as needed and tap Save.
The follow-up chief complaint is created.
- Select Contact Lens Detailed from the list of complaints.
- Document the contact lens prescription:
- Open the Vision Exam screen. To learn how, go to Opening the Vision Exam in the Detailed Visit Overview (iPad).
- Tap the Wearing (WRx) tab.
- Tap Add Soft CL for soft contact lenses, or tap Add Specialty CL for RGP, scleral, or custom contact lenses.
- Tap View/Import Refraction Hx at the top of the screen.
- Tap the prescription the patient is currently wearing.
- Tap Import.
- Under Status, select Dispensed Successful or Dispensed Unsuccessful depending on whether or not the trial lens was successful for the patient.
- Tap Save.
If the lens was successful for the patient, tap + Final Rx on the trial lens.
If the lens was unsuccessful, tap the Contact Lens tab and document the next trial lens the patient will be trying out.
- Tap Overview on the action bar to return to the Detailed Visit Overview.
- Tap Finalize Visit.

- Create a new nonvisit order. To learn how, go to Creating a Nonvisit Order (iPad).
- Add free-text note describing the nature of the order:
- Locate the Additional Visit Notes section and tap Add Visit Notes.
- In Note Body, type a reason for the nonvisit order. For example, "Patient called and wants to order trials. OK to order per doctor."
- Tap Save.
- Document the trial contact lens prescription:
- Tap More on the action bar and select G & C from the drop-down menu.
- Tap the Trials tab.
- Tap Add Soft Contacts for soft contact lenses, or tap Add Specialty Contacts for RGP, scleral, or custom contact lenses.
- Tap View/Import Refraction Hx at the top of the screen.
- Tap the prescription the patient is currently wearing.
- Tap Import.
- Under Status, select Dispensed Successful or Dispensed Unsuccessful depending on whether or not the trial lens was successful for the patient.
- Tap Save.
- Tap Overview on the action bar to return to the order overview.
- Tap the Finalize Order button.
- Tap Finalize to confirm.